About Us
GET TO KNOW US
Our team brings together years of experience across investment management, estate and legacy planning, business advisory, and risk management. We serve as trusted partners to individuals, families, and business owners—helping them navigate complexity with clarity and confidence. Grounded in expertise and driven by purpose, we collaborate to design personalized strategies not only focused on your financial goals, but also support agreater vision for lasting impact.
ExploRe
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LEHI OFFICE
Brett Belliston
Founder, Managing Partner
LEHI OFFICE
Zeb Lowe
Managing Partner
LOGAN OFFICE
Ryan M. Bohm
Managing Partner
LEHI OFFICE
Eric Barlow
Founder, Partner
LOGAN OFFICE
Tanner Dance
Partner, Chief Investment Officer
VERNAL OFFICE
Casey Monsen
Partner
LEHI OFFICE
Tyler M. Thompson
Wealth Advisor
LEHI OFFICE
Alex Graham
Director of Financial Planning, Wealth Advisor
LEHI OFFICE
Austin Scott
Wealth Advisor
LEHI OFFICE
Mason Miles
Associate Advisor
LEHI OFFICE
Penny Paul
Director of Operations
LEHI OFFICE
Dustin Wheeler
Director of Tax and Accounting
LEHI OFFICE
ALL
Dalin Jewett
Intern
LOGAN OFFICE
Quinn Longhurst
Associate Advisor
LEHI OFFICE
Rosa Teklé
Director of Client Relations
LEHI OFFICE
Ginger Harris
Wealth Advisor
LEHI OFFICE
Michael Cassidy
Operations Analyst
LOGAN OFFICE
Jenny Lund
Client Relations Specialist
LEHI OFFICE
April McEvoy
Client Relations Specialist
LOGAN OFFICE
Shelly Brimley
Client Relations Specialist
VERNAL OFFICE
Miranda Ivie
Client Relations Specialist
LEHI OFFICE
Meg Gillman
Executive Assistant
LEHI OFFICE
Courtney Valdez
Chief Compliance Officer
LEHI OFFICE
ALL
Abby Granley
Client Relations Specialist
LEHI OFFICE
Carol Bailey
Executive Assistant
PRIVATE EQUITY
Gary Post
Managing Partner of K Fund Capital Management, LLC
PRIVATE EQUITY
Simone Sobel
Principal at K Fund Capital Management, LLC
REAL ESTATE
Chris Russell
Co-Founder, Managing Director of Mercatus Partners, LLC
REAL ESTATE
Zane Beadles
Senior Vice President of Mercatus Partners, LLC
REAL ESTATE
Scott Vanderhoff
Executive Managing Director of Mercatus Partners, LLC
REAL ESTATE
Josephine Booth
EVP, Investor Relations & Operations at Mercatus Partners, LLC
VERNAL OFFICE
Brexton Mortenson
Financial Planning Assistant
CORE VALUES
01.
integrity
We earn trust through honesty, transparency, and doing what’s right—always.
02.
loyalty
We are unwavering in our commitment to our clients. They know we’ll show up, follow through, and fiercely advocate for their best interests.
03.
accountability
We take full ownership of our actions and results—delivering excellence with consistency and care.
04.
empathy
We listen deeply, understand personally, and lead with compassion—because true guidance starts with connection.
05.
purpose
We operate with intention. Every strategy is aligned with what matters most to our clients—their goals, values, and legacy.
06.
EXCELLENCE
We hold ourselves to the highest standards. We pursue precision, discipline, and continuous improvement in everything we do.
our mission
To bring structure to complexity and intention to wealth —supporting families as they plan for the long-term impact of their financial successes.
charities
At Andina Advisors, philanthropy is more than a gesture, it’s a reflection of our values. We are proud to support a diverse group of charitable organizations that align with the causes our firm and our clients care deeply about. Through strategic giving and hands-on service, we strive to create lasting impact where it matters most. Because building a legacy isn’t just about wealth, it’s about strengthening the communities we’re part of.
